Web3行业周报：受美联储利率决议及主席候选人鹰派表态影响，加密情绪转冷-20260201

Investment Rating - The report does not explicitly state an investment rating for the industry, but it implies a cautious outlook based on recent market trends and macroeconomic factors [29]. Core Insights - The cryptocurrency market experienced a decline, with a total market capitalization drop of 6.0% this week, and Bitcoin and Ethereum prices fell by 6.0% and 8.5%, respectively [10][11]. - The report highlights significant macroeconomic events, including the Federal Reserve's decision to maintain interest rates and the potential implications of a government shutdown [10][12]. - There is a notable shift in sentiment within the cryptocurrency market, with the Fear and Greed Index indicating a state of fear, reflecting a cooling market atmosphere [13][14]. Summary by Sections 1. Market Review - The total cryptocurrency market capitalization is reported at $2.84 trillion, down 6.0% from the previous week. Bitcoin closed at $84,129 per coin, and Ethereum at $2,702 per coin, both showing significant declines [10][11]. - The Federal Reserve's recent meeting maintained interest rates at 3.50%-3.75%, halting a series of rate cuts since September 2025, which may impact various asset classes including cryptocurrencies [10][12]. 2. Global Policy and Industry News - Tether launched USAT, compliant with U.S. regulations, and plans to increase its gold holdings from 7% to 10-15% by the end of 2025 [20]. - Bitcoin's hash rate experienced a significant drop due to extreme weather in the U.S., with the largest mining pool, Foundry USA, seeing a 60% decrease in hash rate [20]. - Indonesia's licensed crypto exchanges face challenges, with 72% reporting losses amid high operational costs and competition from international platforms [23]. 3. Company News - Strategy Company increased its Bitcoin holdings by nearly 3,000 BTC, bringing its total to over 712,000 BTC, with an average purchase price of $76,037 per BTC [24]. - MARA received approval to acquire a 64% stake in Exaion, a data center subsidiary of EDF, which will restrict EDF from engaging in certain competitive activities for two years [24]. - SoFi Technologies reported a revenue exceeding $1 billion for Q4 2025, marking a significant growth in its user base [25]. 4. Investment Recommendations - The report suggests monitoring companies transitioning to AI data centers, particularly those with recent contract signings or collaborations with major tech firms like Google [4][27].